Welcome to Pilot Financial
Our mission
To empower independent financial professionals with unwavering support, genuine collaboration, and tailored resources, so they can confidently grow their practices and secure futures for their clients on their own terms.
Confidence Through Coverage
With access to competitive life insurance and annuities, we help you deliver security and flexibility to the people you serve.
Success Through Independence
We support over 100 FINRA-registered representatives with strategic guidance, scalable infrastructure, and a direct line to LPL’s vast resources.
When I came to Pilot, I wanted to be sure I joined a firm that would fulfill its promises. Pilot Financial and the securities team have continually fulfilled promises made and enabled me to increase my production in excess of 50% consecutively over the last two years!
Rawls Dupree
An affiliated financial advisor
The team at Pilot is incredibly knowledgeable, unlike other companies where I feel like I know more than they do. I honestly don’t know how I could focus on my job without them.
An affiliated financial advisor
I have been with several OSJs throughout my career. Pilot Financial is best in class. They have been instrumental in helping me succeed with my clients.
An affiliated financial advisor
I have a small practice, but it’s like they are my staff, too. I feel like I have a whole team behind me.
An affiliated financial advisor
Pilot provides the community, support, and expertise that independent advisors often miss out on. With a dedicated back office and deep knowledge of LPL’s resources, Pilot’s personalized service saves my office time and overhead, allowing us to focus on our clients.
Dominic Caputo, CFP®, CLTC, CRPC, CRPS®
An affiliated financial advisor
The best thing about my affiliation with Pilot is the blend of independence and support. They support us in doing business our way.
Matt McCoy, CFP®, CRPC®, AWMA®
An affiliated financial advisor
Everyone affiliated with Pilot is like family. They’re friendly and helpful and allow me to run my business as I see fit.
Todd DePinto
An affiliated financial advisor
The above statements were provided by financial professionals associated with Pilot Financial and affiliated with LPL Financial Corporation as registered representatives and/or investment adviser representatives.
Let's Talk!
We can’t wait to get to know you, support your vision, and celebrate your success.
our relationship with LPL serves you.
LPL Financial Holdings Inc. is among the fastest-growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit https://www.lpl.com/
*Data as of April 30, 2026